Kelman Lazarov, Inc. Pgim ETF Tr Total Return Bd Et Call Options Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTRB
# of Institutions
65Shares Held
6.18MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$41.4 Million0.96% of portfolio
-
Howard Financial Services, Ltd.711KShares$29.9 Million4.0% of portfolio
-
Integrated Wealth Concepts LLC641KShares$26.9 Million0.32% of portfolio
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Financial Advisory Service, Inc.441KShares$18.5 Million1.62% of portfolio
-
Envestnet Asset Management Inc357KShares$15 Million0.0% of portfolio